WCM

Wedge Capital Management Portfolio holdings

AUM $5.9B
1-Year Est. Return 25.04%
This Quarter Est. Return
1 Year Est. Return
+25.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.97B
AUM Growth
+$8.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$54.7M
3
+$53.2M
4
RCL icon
Royal Caribbean
RCL
+$51.7M
5
CCL icon
Carnival Corp
CCL
+$51.3M

Top Sells

1
+$69.7M
2
+$50.6M
3
+$50.2M
4
NVS icon
Novartis
NVS
+$49.7M
5
INTC icon
Intel
INTC
+$48.5M

Sector Composition

1 Financials 21.64%
2 Consumer Discretionary 17.27%
3 Industrials 13.7%
4 Healthcare 10.6%
5 Technology 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.98M 0.1%
246,043
-252,205
227
$9.88M 0.1%
161,836
+36,405
228
$9.87M 0.1%
520,595
+181,270
229
$9.85M 0.1%
182,330
+25,020
230
$9.62M 0.1%
109,565
+11,540
231
$9.62M 0.1%
664,463
-57,184
232
$9.42M 0.09%
537,393
-42,775
233
$9.4M 0.09%
198,272
+44,730
234
$9.31M 0.09%
176,120
+43,235
235
$9.3M 0.09%
177,010
+25,070
236
$9.29M 0.09%
263,140
+26,180
237
$9.28M 0.09%
95,883
+14,364
238
$9.16M 0.09%
81,214
+12,600
239
$9.1M 0.09%
65,050
+6,178
240
$9.07M 0.09%
130,921
+29,505
241
$9.02M 0.09%
401,436
-26,209
242
$8.98M 0.09%
115,375
+22,030
243
$8.89M 0.09%
131,041
+14,458
244
$8.89M 0.09%
156,625
+9,875
245
$8.83M 0.09%
311,211
-25,875
246
$8.83M 0.09%
375,065
-32,975
247
$8.58M 0.09%
42,256
-3,200
248
$8.52M 0.09%
301,065
-26,628
249
$8.37M 0.08%
50,595
+1,345
250
$8.27M 0.08%
99,115
+21,740
8 9
10
11 12